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Schwab US Dividend Equity ETF

1,782 hedge funds and large institutions have $21.1B invested in Schwab US Dividend Equity ETF in 2025 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 832 increasing their positions, 633 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

3.79% less ownership

Funds ownership: 34.29%30.5% (-3.8%)

13% less capital invested

Capital invested by funds: $24.2B → $21.1B (-$3.15B)

14% less funds holding in top 10

Funds holding in top 10: 283243 (-40)

Holders
1,782
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
243
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$119M
Puts
$71.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LF
1126
LifePlan Financial
Minnesota
$657K
FIG
1127
FSA Investment Group
Florida
$657K
MSA
1128
McAlister Sweet & Associates
Texas
$656K
KFP
1129
KMG Fiduciary Partners
Ohio
$655K
JFGIW
1130
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$654K
GWP
1131
Gateway Wealth Partners
Wisconsin
$651K
CA
1132
CGN Advisors
Kansas
$647K
AP
1133
Appleton Partners
Massachusetts
$644K
HGA
1134
Hobbs Group Advisors
South Carolina
$642K
BCMLT
1135
Beacon Capital Management LLC (Tennessee)
Tennessee
$639K
DWMS
1136
Dominguez Wealth Management Solutions
Virginia
$638K
CC
1137
Cypress Capital
Tennessee
$637K
APW
1138
Austin Private Wealth
Texas
$637K
WOSD
1139
WFA of San Diego
California
$631K
FC
1140
Fusion Capital
South Carolina
$630K
BCG
1141
Breakwater Capital Group
New Jersey
$628K
SPWM
1142
Schrum Private Wealth Management
Florida
$627K
CAWM
1143
Capital Advisors Wealth Management
Washington
$627K
RWP
1144
Ridgecrest Wealth Partners
California
$626K
SAM
1145
SP Asset Management
California
$626K
SA
1146
Stewardship Advisors
Pennsylvania
$623K
FPGT
1147
Financial Partners Group (Tennessee)
Tennessee
$620K
DQRIM
1148
Dale Q Rice Investment Management
Washington
$619K
DWA
1149
Delap Wealth Advisory
Oregon
$618K
TCOT
1150
Trust Company of Toledo
Ohio
$617K